Have you ever thought:
“I’m too young to need an estate plan.”
“It’s easier for me to research and create my own estate plan, rather than sitting down with a lawyer.”
“I don’t have enough stuff to worry about Estate Planning”
“I don’t have the time or money to sit down with someone to talk about creating a plan for my stuff.”
“I don’t want to think about me dying”
Everyone should have an Estate Plan, but most people put it off until the last minute or until it’s too late.
An Estate Plan, is just that – a plan. A plan that can
- say who gets your stuff and how they get it when you pass away
- say who helps you make decisions when you can’t make them for yourself
- make it easier for your loved ones when you pass away
You are never too young or too old to create an Estate Plan, and you don’t have to own a bunch of stuff to need an Estate Plan. Anybody can get into an accident at any time and need a power of attorney (someone to help make decisions for you). If you don’t have a plan for that, then the court may decide who makes those decisions.
Your plan doesn’t need to be complicated. Not everyone needs a Trust. Some people can get by with using a Will. A Will is a good tool to say who is in charge of giving your stuff to who you want it to go to after you pass, and who will be your children’s guardian if you pass.
But, a Will does not avoid the probate process. If you are concerned about Medicaid Recovery, or need a more versatile distribution of your assets, you should consider creating a Trust. A Trust protects your assets from probate and gives you more options for how your assets get to the people you want them to go to.
A Will or a Trust is better than having no plan at all, and it can save your family from having to figure everything out on their own while they are grieving.
Our lives are busy, and it is not always easy to schedule appointments during the workday. We understand that and tried to find a simple solution to helping those non-stop families who only need the essential basic documents. We have partnered with Guidr to bring you a simple online experience to create your Last Will and Testament, Power of Attorney, and Health Care Documents. Everyone over the age of 18 should have a set of these documents – read more about that here.
Guidr is a simple form-based program that guides you step by step through the information it needs. After you finish filling out your information, it sends us a prompt to review and prepare your documents. You will be offered the option to self-print and sign the documents or have a short video call with one of our attorneys and meet with us to sign the documents. We want to make this as simple as possible for you to complete.
Please contact our office if you have additional questions or need any further information about protecting your assets and estate.
WHAT TO EXPECT
As you work on your documents in Guidr, you will be asked a series of questions. Your answers to these questions allow us to tailor your documents to your specific needs and goals. After answering the questions and purchasing your document(s), you can choose between two “signing packages”. Guidr will explain your signing options and you can select the one that’s right for you. You can then sign your documents, and have them notarized and witnessed, at your convenience.
It’s that simple.
If you are interrupted while working on your plan with Guidr, don’t worry. Guidr will securely save and store your information so you can pick up where you left off anytime. For the rest of 2022 use Code Blog2022 for 10% off.
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